BCS Private Wealth Management’s PepsiCo PEP Stock Holding History

BCS Private Wealth Management’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$343K	Sell	2,532 -3,005	-54%	-$449K	0.1%	142
2026 Q1	$860K	Buy	5,537 +3,005	+119%	+$468K	0.26%	74
2025 Q4	$367K	Hold	2,532	–	–	0.13%	123
2025 Q3	$356K	Hold	2,532	–	–	0.13%	121
2025 Q2	$334K	Buy	+2,532	New	+$341K	0.13%	124

Other funds holding PEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCS Private Wealth Management's PEP Position: Q2 2026 in Review

BCS Private Wealth Management reduced its PepsiCo (PEP) stake by 54% in Q2 2026, selling an estimated $449K and leaving 2,532 shares worth $343K. The position accounts for 0.1% of the portfolio, ranked #142.

BCS Private Wealth Management first reported a position in PEP in Q2 2025 and has held it in 5 quarters since. The position peaked at $860K in Q1 2026. 3,404 funds tracked by Wall St. Rank hold PEP as of Q2 2026.

BCS Private Wealth Management held 2,532 shares of PepsiCo worth $343K as of Q2 2026.
BCS Private Wealth Management sold 3,005 PepsiCo shares in Q2 2026, an estimated $449K.
PepsiCo made up 0.1% of BCS Private Wealth Management's portfolio in Q2 2026, its #142 holding.
BCS Private Wealth Management first reported a position in PepsiCo in Q2 2025 and has held it in 5 quarters since.
BCS Private Wealth Management's PepsiCo position peaked at $860K in Q1 2026.
3,404 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.

Based on BCS Private Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.